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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,461 | $64,920-26.9% | $103,693-54.2% | $86,983-45.4% |
| Participation rate | 42.0% | 63.6%-21.6pp | 72.6%-30.6pp | 69.5%-27.5pp |
| Annual return | 15.74% | 30.29%-14.6pp | 47.61%-31.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,201 | $2,141-43.9% | $2,920-58.9% | $2,584-53.5% |
| Participant deferral / active EE | $1,403 | $3,241-56.7% | $4,579-69.4% | $4,194-66.5% |
| Admin fee / account holder | $3,782 | $6,191-38.9% | $7,858-51.9% | $7,856-51.9% |